Ae Wealth Management LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,948 shares of DGRS stock, worth $189,622. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,948
Previous 678 482.3%
Holding current value
$189,622
Previous $34,000 438.24%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$46.12 - $52.9 $150,812 - $172,983
3,270 Added 482.3%
3,948 $183,000
Q4 2024

Feb 13, 2025
BUY
$50.34 - $56.61 $34,130 - $38,381
678 New
678 $34,000
Q4 2022

Jan 31, 2023
SELL
$36.76 - $43.05 $13,711 - $16,057
-373 Reduced 6.51%
5,353 $215,000
Q3 2022

Oct 25, 2022
SELL
$35.95 - $44.82 $1.17 Million - $1.46 Million
-32,578 Reduced 85.05%
5,726 $206,000
Q2 2022

Aug 03, 2022
BUY
$38.41 - $45.16 $874,787 - $1.03 Million
22,775 Added 146.66%
38,304 $1.52 Million
Q1 2022

Apr 18, 2022
BUY
$43.39 - $48.29 $673,803 - $749,895
15,529 New
15,529 $693,000
Q3 2021

Nov 01, 2021
SELL
$43.54 - $46.82 $1.02 Million - $1.1 Million
-23,523 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$45.35 - $48.44 $1.07 Million - $1.14 Million
23,523 New
23,523 $1.09 Million
Q3 2020

Nov 06, 2020
SELL
$28.66 - $33.0 $242,348 - $279,048
-8,456 Closed
0 $0
Q2 2020

Aug 05, 2020
SELL
$22.83 - $32.98 $1,940 - $2,803
-85 Reduced 1.0%
8,456 $254,000
Q1 2020

May 07, 2020
BUY
$21.0 - $38.15 $22,092 - $40,133
1,052 Added 14.05%
8,541 $215,000
Q4 2019

Jan 15, 2020
BUY
$33.84 - $38.14 $48,289 - $54,425
1,427 Added 23.54%
7,489 $282,000
Q3 2019

Nov 05, 2019
BUY
$34.72 - $36.3 $210,472 - $220,050
6,062 New
6,062 $216,000

Others Institutions Holding DGRS

# of Institutions
128
Shares Held
5.86M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR US SMALL CAP QUA

DGRS Quotes by TradingView
  • Ticker DGRS
  • Sector ETFs
  • Industry ETFs
More about DGRS
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